Washington Trust Bank’s American Express AXP Stock Holding History

Washington Trust Bank’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$420K	Hold	1,390	–	–	0.03%	149
2025 Q4	$514K	Hold	1,390	–	–	0.04%	137
2025 Q3	$462K	Buy	1,390 +49	+4%	+$15.6K	0.03%	141
2025 Q2	$428K	Buy	1,341 +70	+6%	+$19.7K	0.04%	149
2025 Q1	$342K	Sell	1,271 -1,211	-49%	-$358K	0.03%	157
2024 Q4	$737K	Buy	2,482 +750	+43%	+$215K	0.07%	117
2024 Q3	$470K	Buy	1,732 +32	+2%	+$7.97K	0.05%	130
2024 Q2	$394K	Sell	1,700 -353	-17%	-$81.8K	0.04%	141
2024 Q1	$467K	Buy	2,053 +161	+9%	+$33.4K	0.04%	141
2023 Q4	$354K	Sell	1,892 -75	-4%	-$12.1K	0.03%	170
2023 Q3	$293K	Hold	1,967	–	–	0.03%	177
2023 Q2	$343K	Buy	1,967 +92	+5%	+$14.8K	0.04%	166
2023 Q1	$309K	Hold	1,875	–	–	0.03%	175
2022 Q4	$277K	Hold	1,875	–	–	0.03%	180
2022 Q3	$253K	Hold	1,875	–	–	0.03%	185
2022 Q2	$260K	Hold	1,875	–	–	0.03%	185
2022 Q1	$351K	Sell	1,875 -52	-3%	-$9.39K	0.04%	171
2021 Q4	$315K	Hold	1,927	–	–	0.03%	179
2021 Q3	$322K	Buy	1,927 +2	+0.1%	+$334	0.04%	146
2021 Q2	$318K	Sell	1,925 -48	-2%	-$7.52K	0.04%	141
2021 Q1	$279K	Sell	1,973 -31	-2%	-$4.1K	0.03%	148
2020 Q4	$242K	Buy	+2,004	New	+$222K	0.03%	158
2020 Q2	–	Sell	-2,403	Closed	-$205K	–	183
2020 Q1	$205K	Buy	2,403 +29	+1%	+$3.37K	0.04%	161
2019 Q4	$295K	Hold	2,374	–	–	0.04%	165
2019 Q3	$281K	Hold	2,374	–	–	0.05%	158
2019 Q2	$293K	Hold	2,374	–	–	0.05%	155
2019 Q1	$259K	Buy	2,374 +25	+1%	+$2.63K	0.04%	168
2018 Q4	$224K	Hold	2,349	–	–	0.03%	198
2018 Q3	$250K	Sell	2,349 -2,258	-49%	-$235K	0.04%	196
2018 Q2	$451K	Sell	4,607 -4,100	-47%	-$403K	0.06%	137
2018 Q1	$813K	Buy	8,707 +500	+6%	+$48.4K	0.12%	98
2017 Q4	$815K	Buy	8,207 +500	+6%	+$47.6K	0.12%	110
2017 Q3	$697K	Sell	7,707 -601	-7%	-$51.7K	0.11%	108
2017 Q2	$700K	Hold	8,308	–	–	0.15%	97
2017 Q1	$657K	Sell	8,308 -2,061	-20%	-$161K	0.14%	100
2016 Q4	$768K	Sell	10,369 -59	-0.6%	-$4.08K	0.17%	91
2016 Q3	$668K	Sell	10,428 -6	-0.1%	-$385	0.16%	94
2016 Q2	$634K	Sell	10,434 -426	-4%	-$27K	0.16%	96
2016 Q1	$667K	Buy	10,860 +470	+5%	+$27.3K	0.17%	95
2015 Q4	$723K	Sell	10,390 -566	-5%	-$41.2K	0.16%	105
2015 Q3	$812K	Buy	10,956 +1,131	+12%	+$87K	0.22%	93
2015 Q2	$764K	Buy	9,825 +1,037	+12%	+$82.3K	0.19%	91
2015 Q1	$687K	Sell	8,788 -1,105	-11%	-$91.8K	0.17%	101
2014 Q4	$920K	Buy	9,893 +2,685	+37%	+$241K	0.24%	93
2014 Q3	$631K	Buy	7,208 +103	+1%	+$9.27K	0.2%	108
2014 Q2	$674K	Sell	7,105 -947	-12%	-$85.4K	0.14%	110
2014 Q1	$725K	Buy	+8,052	New	+$719K	0.15%	99

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Washington Trust Bank's AXP Position: Q1 2026 in Review

Washington Trust Bank held its American Express (AXP) position steady in Q1 2026 at 1,390 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #149.

Washington Trust Bank first reported a position in AXP in Q1 2014 and has held it in 47 quarters since. The position peaked at $920K in Q4 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Washington Trust Bank held 1,390 shares of American Express worth $420K as of Q1 2026.
Washington Trust Bank left its American Express share count unchanged in Q1 2026.
American Express made up 0.03% of Washington Trust Bank's portfolio in Q1 2026, its #149 holding.
Washington Trust Bank first reported a position in American Express in Q1 2014 and has held it in 47 quarters since.
Washington Trust Bank's American Express position peaked at $920K in Q4 2014.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.